2023-11-01T11:44:01-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2022-01-01 300159783 VILLAGE SHALOM APARTMENTS INC VILL 6142314900 2117 ASTOR AVE BEXLEY OH 43209 TANYA K HAHN CFO 6142314900 2023-10-30 1 TANYA HAHN 999009999 1 AMY CIMINELLO P00796388 6148493000 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COREY GOLDSAND 1151 COLLEGE AVE COLUMBUS OH 43209 22870 0 X WWW.WHV.ORG X 2006 OH VILLAGE SHALOM APARTMENTS ARE 10 UNITS SUBSIDIZED BY HUD FOR THE USE BY MRDD. 15 15 0 15 0 0 0 0 84210 22836 5 34 684 0 84899 22870 0 0 0 0 0 0 0 0 0 135448 0 135448 0 -50549 22870 687657 715375 1085826 1090674 -398169 -375299 X TO PROVIDE SAFE AFFORDABLE HOUSING TO THOSE WHO QUALIFY UNDER MRDD. 0 1 0 0 22836 VILLAGE SHALOM APARTMENTS ARE 10 UNITS SUBSIDIZED BY HUD FOR THE USE BY MRDD INDIVIDUALS 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TANYA K HAHN 6145590332 1151 COLLEGE AVE COLUMBUS OH 43209 IRA KANE CHAIRMAN 0.25 1.50 X 0 0 0 KEITH SCHUSS SECRETARY 0.25 1.50 X X 0 0 0 MARK YALE FINANCE CHAIR/PAST BOARD CHAIR 0.25 1.50 X 0 0 0 DAVE ANDERSON DIRECTOR 0.25 1.50 X 0 0 0 JOSH BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.50 X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.50 X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.50 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.50 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.50 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.50 X 0 0 0 MARIAN SCHUDA MD DIRECTOR 0.25 1.50 X 0 0 0 GERRY STEINMAN MD DIRECTOR 0.25 1.50 X 0 0 0 FRED SUMMER DIRECTOR 0.25 1.50 X 0 0 0 GARY F ROSENSTEIN CEO 1.00 44.00 X 0 293731 20953 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 1.00 44.00 X 0 178985 24044 TANYA HAHN CHIEF FINANCIAL OFFICER 1.00 44.00 X 0 156118 7252 COREY A GOLDSAND CHIEF HR AND COMPLIANCE OFFICER 1.00 44.00 X 0 125529 0 0 754363 52249 0 0 1 0 0 ASSETS HELD FOR SALE 531190 22836 22836 22836 34 34 22870 22836 0 34 0 0 0 0 22247 58816 2158 5072 904 0 0 609554 0 50784 653497 687657 715375 45391 70065 923800 923800 116635 96809 1085826 1090674 X -398169 -375299 -398169 -375299 687657 715375 22870 0 X X 0 1 X 1 0 X 86040 86520 86520 84210 22836 366126 86040 86520 86520 84210 22836 366126 0 0 0 366126 47 55 37 5 34 178 47 55 37 5 34 178 262 544 684 1490 86087 86837 87101 84899 22870 367794 0.99550 0.99490 0.00050 0.00040 X 0 0 REPLACEMENT RESERVE 31627 SECURITY DEPOSITS 3728 ASSETS HELD FOR SALE 618142 653497 DUE TO RELATED PARTY 96809 96809 22870 0 22870 0 22870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY F ROSENSTEIN CEO 0 293731 0 0 0 0 0 692 0 20261 0 314684 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 0 178985 0 0 0 0 0 2801 0 21243 0 203029 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 0 156118 0 0 0 0 0 0 0 7252 0 163370 0 0 PART I, LINE 3 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2022. FORM 990, PART III, LINE 3 AS OF DECEMBER 31, 2022, CONTROL AND OPERATIONS MANAGEMENT OF VILLAGE SHALOM APARTMENTS HAVE BEEN APPROVED BY THE BOARD TO BE TRANSFERRED TO AN UNRELATED THIRD PARTY. THE TRANSACTION IS CONTINGENT UPON HUD APPROVAL. ALL OPERATIONS WERE HELD FOR SALE DURING THE YEAR AND THE FINAL TRANSACTION IS EXPECTED TO FINALIZE IN 2023. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS SENT TO THE FULL BOARD PRIOR TO FILING AND WILL BE REVIEWED IN SESSION BY THE FINANCE COMMITTEE AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH INTERESTED PERSONS. A CONTRACT, ACTION, OR OTHER TRANSACTION MAY BE VOID OR VOIDABLE BECAUSE IT IS BETWEEN THE CORPORATION AND ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE CORPORATION ("OFFICERS"), OR BETWEEN THE CORPORATION AND ANY OTHER PERSON IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OR HAVE A FINANCIAL OR PERSONAL INTEREST, OR BECAUSE ONE OR MORE INTERESTED DIRECTORS OR OFFICERS PARTICIPATE IN OR VOTE AT THE MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION, IF ONE OF THE CIRCUMSTANCES ENUMERATED IN OHIO REVISED CODE SECTION 1702.301 DOES NOT APPLY. COMMON OR INTERESTED DIRECTORS OR OFFICERS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. CREEKSIDE AT THE VILLAGE 2200 WELCOME PLACE COLUMBUS OH 43209 300165308 INDEPENDENT & ASSISTED LIVING FOR SENIORS OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WHV FOUNDATION 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804511 SUPPORT RESIDENCE ON THE WEXNER CAMPUS OH 501(C)(3) LINE 12A, I WEXNER HERITAGE VILLAGE 1 JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP 1151 COLLEGE AVENUE COLUMBUS OH 43209 310908420 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 BEXLEY SENIOR CITIZEN HOUSING CORP 2115 ASTOR AVE COLUMBUS OH 43209 311356116 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXCO SENIOR SERVICES 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804673 HOSPICE AGENCY OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 SKILLED NURSING CARE OH 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0